Redtail CRM
Welcome to our official Redtail CRM feedback forum!
Do you have an idea? Do you recognize a good idea when you see one?
Use the Categories to indicate what part of the CRM your change request refers to, and browse the ideas of fellow CRM users to vote on requests that will impact your business.
Don’t forget to add comments to other ideas to let us know how your firm might use a feature better!
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40 results found
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update seminar tab
When I am adding seminars/webinars, it would be nice to have the switch at the top of the page, as well as the bottom to go from page 1 to page 2 etc. Right now, I have to scroll down each time to bottom of page. Should be a simple fix. Thanks.
9 votes -
On the Seminar Sign-in Sheet, include the event name that we have created
This would just be added to the existing pdf that Redtail has. We sometimes have multiple seminars going on or when one is ending the another is starting and it would be nice to have the title at the top of the sign in sheet or even the other reports that you already have.
9 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Put Seminars back to the way they were decending order by date.
Seminars listed by date in decending order instead of alphabetical order
9 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
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8 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Seminars: Delete option on the Seminars page to be able to delete more than 1 seminar at a time.
Add a delete option on the Seminars page to be able to delete more than 1 seminar at a time.
8 votes -
Improve Seminars
Have the ability to link contacts and complete the activity for all. Also, link documents, such as invitations, agendas, etc.
Thank you!
Anna Dujan7 votes -
Seminar Canceling
I would like to add "Canceled" the Seminar status list. Right now its just Active & Prior. I also want to complete the event/seminar from the calendar without deleting the seminar. For example, we have canceled the event/seminar from December 3rd but it is still one the calendar even though I have changed the status to prior.
6 votes -
Allow Seminars to be seen on calendar in phone app.
While using the phone app you cannot see scheduled seminars while looking at the calendar. It would be very nice to not have to switch to the seminar tab.
6 votes -
sign in sheet
When I run a Sign in sheet for a Seminar, there is now the "Filter by Status" feature and I do not want that. Is there anyway it could be a Choice? I do not want this feature and now I do not have a choice to turn it off. Thank you.
5 votes -
Prior Seminars Accurate Attendee Count
When looking at the list of prior seminars, the 'Attendee' column is misleading. The number listed includes attendees, no-shows, cancellations, etc. For example, if we want to know how many seminar attendees we've had in the last 6 months, we have to go into each seminar, sort the list, count the number of people with attendee status and then move on to the next seminar. It's quite cumbersome.
4 votes -
Additonal options
I would like to see the option to add a document (attachment) to the Seminar Detail page. This would keep track of the seminar (restaurant and venue contracts), changes, updates to the seminar and the original event roster. Currently, there is no options for this.
4 votes -
Adding additional fields and or creating a custom report in relation to seminar data
The custom reports allows you to bridge data together but is not available as it pertains to seminar data.
3 votes -
Running Seminar reports exporting data into excel as opposed to a PDF
The data in a report is good but if you need to append to it or link data due to fields not beilng available in the Seminar view options you can not create your own report using a XLS extract of the data on screen
3 votes -
UDF fields included in Seminar reports
When running reports from the seminar feature the UDF fieldis not available to cross reference to the clients attending a seminar. I.e if the client has a dietary restriction as a UDF to include that in the manage attendees for seminars.
3 votes -
seach by seminar
Please index seminars so we can add them to search criteria.
3 votes -
Condensed Sign-In Sheet
We have an event tomorrow for roughly 60 guests. The "sign-in sheet" is spread out to 6 pages! That can easily be condensed to two page. Many broker-dealers require sign-in sheets for client events. A simple table of attendee names with a signature line would be easy to create.
I know we can do a custom export, however, doing so does not capture guest names, only the primary attendee name. A quick export to a CSV would be nice to have, and we can format from there!
3 votes -
Have seminars section be able to convert to the calendar.
When adding a seminar event, I should be able to put that seminar onto the calendar with a click of a button. Instead, I manually put the seminar into the Calendar.
1 vote -
Seminar REGISTRANTS v. Invited Contacts
If the "Add Attendee" button is what tells Redtail Seminars that the contact should be included in the ATTENDEES count, how can I indicate in a contact’s account that they were invited to the event and not include the invitees to the ATTENDEES count? Not every contact that is invited actually attends. Not every contact that registers to an event actually attends. There should be differentiation/distinction between these, and a quick summary/count should be available in Redtail Seminars.
Is there a way to add a new field/column/count that will show INVITED (separate count/list from attendees)?
1 vote -
Declined Attendees List for Seminar
Can we add a feature under the Seminar's Manage Attendees button allowing us to document which invitees declined attending? This helps me not mistakenly invite them again when I send out secondary invitation requests.
1 vote -
Be able to merge Seminars
It would be nice to be able to have the option to merge two seminars together.
1 vote
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